Associate Regional Vice President
Wealth Enhancement GroupBoston, Massachusetts, United States
Posted March 13, 2026
175000 - 225000 USD
Full Time
About the Company
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Job Description
Wealth Enhancement is seeking an Associate Regional Vice President to work directly with custodial partners, prospective clients, and WEG advisors to close and transition clients to a WEG Advisor. The ideal candidate has a broad understanding of wealth management practices, financial planning, and relationship building.
Requirements
- Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners
- Participate in sponsored events, branch meetings, client events, etc.
- Educate on WEG’s resources, value proposition, solutions and services
- Conduct regular presentations on WEG’s capabilities
- Educate and communicate various investment strategies and solutions
- Source and close prospects
- Educate custodial clients on the WEG financial planning process
- Profile and understand prospective client needs
- Engage and communicate prospective client needs to WEG advisor
- Ability to partner, educate and work with WEG Advisors across the country
- Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
- Adherence to the Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing
Benefits
- Health and dental insurance
- 401k retirement plan
- Paid time off
- Wellness programs and resources
- Voluntary benefits
- Life and AD&D insurance
- Short-term and long-term disability
- Workers compensation
- Paid parental leave
- Paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials